Task timeline and table “spreadsheet” view in Wrike


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Task timeline and table “spreadsheet” view in Wrike

Video Transcript

Speakers in this video: Jimmy (GetApp) and Nic (Wrike)

Nic: The top navigation bar is really the different ways to view your tasks and folders. Here we're looking at what's called the list view. When you click on a folder; you can see the list of tasks in that folder.

Jimmy: Okay.

Nic: And so you can go through. You could see the activity stream for this particular folder which we've already talked about.

Jimmy: Right.

Nic: From kind of a global stream here. But if we look here at the parent folder and then we click on sort of the timeline, like we've talked about earlier. We can really get a good picture of the projects.

Jimmy: Oh look at that.

Nic: You can see kind of the folders, the tasks, and different dependencies that exist here. We can zoom out and get a better picture and maybe fly around. Here are some tasks with some dependencies here and kind of how that looks in your Wrike.

Jimmy: This is so cool. I'm not a user of Wrike yet; but I'm feeling that there's this very deep and rich functionality but it's also simple. That's kind of the feeling that I get.

Nic: Yeah, and that's exactly what we're going for because if it's not easy to use then the users are not going to want to use it. We’ve kind of added a lot of these very important core project management functions to the software. But in a very elegant way so that people can easily adapt the tool but find those features when they want to really want to get into the detail.

Jimmy: Right. What about the other menu options up top?

Nic: Sure. For a lot of people that are coming from Microsoft excel or email and planning their projects and keeping track of things; and so we've got a great kind of table view here. This gives you a really nice kind of spread sheet table white view where you can use your tab button and go between the fields quickly adding things.

Jimmy: Okay.

Nic: Then we also got the workload view; you can see how things are assigned to people; see who has maybe too much work assign to them; who might be over allocated.

You can see in this test account we haven’t edited too many of the workload items here on this task; so the people are nice and over scheduled but of course we could go in to a particular task and indicate that in this case, that this task is only 10% of the work and it would allow you to edit them for a change.